Capital Flow
In-depth analysis and reports for the Capital Flow sector.

The Missing Middle in Emerging-Market AI: Capital Flows Skip the Application Layer
New data shows 94% of AI investment in emerging markets goes to infrastructure, leaving applications and local ecosystems with just 2%. Here's what that means for investors and economies.

Why Global Capital Flows Are Recalibrating Toward Emerging Economies
Global capital flows are shifting toward emerging markets. Explore the drivers, strategic implications, and long-term outlook for investors and businesses.

Global Aviation in 2026: Capital, Networks, and Technology Drive Transformation
Discover how private capital, network expansion, and technology integration are reshaping the aviation industry in 2026, with strategic insights for businesses and investors.

India’s Trade Deals Become a Strategic Imperative Amid Global Uncertainty
Geopolitical shocks are forcing India to accelerate its free-trade agenda and industrial reforms. Deloitte projects growth of 6.5–6.8% this fiscal as new agreements aim to fortify supply chains.

Australian Industrial Market Resets as Speculative Construction Retreats
Australia's industrial and logistics property sector is shifting from a post-pandemic speculative boom to a reset phase, with construction starts falling to lockdown-era lows and pre-commitment becoming the preferred development model.

Global Insurance Market Enters 2026 with Buyer-Friendly Conditions and Rising Geopolitical Complexity
An analytical overview of Aon's Q1 2026 Global Insurance Market Insights report, exploring soft market conditions, geopolitical underwriting pressures, and strategic implications for corporate risk management.

Why Insurtech Funding in Asia-Pacific Has Halved—and What It Means for the Industry
Insurtech funding in Asia-Pacific plunged from $9.1 billion to $4.1 billion as investor focus shifts from digital insurers to technology providers. India and Southeast Asia gain share while China declines.

Navigating Capital Flow Management: Insights from Recent ECB Literature and Global Policy Shifts

How Equity FDI Drives Digital Exports in Emerging Markets: A Post-2017 Shift in Capital Flows Composition

The Silent Shift: How Changing Patterns of Global Capital Flows Are Reshaping Economies – Insights from BIS

TIGER Update October 2025: Surface Resilience but Underlying Fragilities in Emerging Market Capital Flows
